About Oaks Asset Management Private Limited
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Oaks Asset Management Private Limited is a private limited company based in Mumbai, Maharashtra, India. It operates in the diversified financial services segment of the financial services sector. It was incorporated on 07 May 2015 and has been in existence for over 11 years.
The company is registered with the Registrar of Companies (ROC), Mumbai, under CIN U67200MH2015PTC264110. Its GSTIN is 27AANCA4535A1ZX (Maharashtra). The company holds 2 GST registrations, all of them active.
The company has an authorised share capital of ₹1.25 Cr and a paid-up capital of ₹1.1 Cr. It was formerly known as Oaks Capital Management Private Limited and Alpha Capital Advisors Private Limited. It is led by directors including Vivekanand Suryaprakash Periayapatnam and Sandeep Somani.
Its last annual general meeting (AGM) was held on 30 September 2025, and its latest financial statements are for the year ended 31 March 2025. The registered office is at 56 Maker Chambers VI Nariman Point, Mumbai, Maharashtra, India – 400021.
As per the financials filed for FY 2025, the company reported a revenue of ₹15.86 Cr, a growth of 19% compared to the previous year. For the same year it recorded a net profit of ₹3.29 Cr (net margin 20.8%) and EBITDA of ₹4.51 Cr (EBITDA margin 28.4%). Revenue has grown at a compounded annual rate (CAGR) of 20% over three years and 20% over five years.
The company is associated with 2 brands: Alpha Capital and OAKS. Court records list 1 case involving the company, including 1 filed by the company. The company has 7 deals on record (3 secondary share transfers, 2 rights issues, 2 funding rounds), with disclosed funding of ₹9.99 Cr; the latest was in May 2018.
The current compliance status is marked as compliant by the Registrar of Companies. For more details, the company can be reached via its website oaksamc.com.
Company details
Name history
Oaks Asset Management has undergone 4 name changes throughout its history. The current legal name is Oaks Asset Management Private Limited.
| Company Name | Status |
|---|---|
| Oaks Asset Management Private Limited | Current |
| Oaks Capital Management Private Limited | Previous |
| Alpha Capital Advisors Private Limited | Previous |
| Radha Infotech Private Limited | Previous |
Contact details
Oaks Asset Management Private Limited's registered office is in Mumbai, Maharashtra. Its website is oaksamc.com. Its e-mail address and telephone number are in the company report.
- Email
- Telephone
- Website
- Social Media
- Registered Address56 Maker Chambers VI Nariman Point, Mumbai, Maharashtra, India – 400021
- IndustryFinancial Services, Diversified Financial Services
To see the full contact details of Oaks Asset Management Private Limited, buy the company report.
- Company details, directors and signatories
- Historical financials and ratios
- Shareholding pattern and group structure
- Charges with holder and property details
- Legal cases, compliance and MCA filings
Brands
Oaks Asset Management operates two associated brands: Alpha Capital and OAKS. Each brand links to its own profile.
| Brand | Description | Website |
|---|---|---|
| Tailored financial solutions are offered to high-net-worth individuals and families. | alphacapital.in | |
| Diversified asset management services are provided by OAKS. | oaksamc.com |
Business activity
The main business activity of Oaks Asset Management is financial and insurance service. In detail, this covers financial advisory, brokerage and consultancy services.
| Main activity group code | Main activity | Business activity code | Business activity | Share of turnover |
|---|---|---|---|---|
| K | Financial and insurance Service | K7 | Financial Advisory, brokerage and Consultancy Services |
To see the full business activity and turnover split of Oaks Asset Management Private Limited, buy the company report.
Financials of Oaks Asset Management Private Limited
FY 2025 filings availableOaks Asset Management Private Limited reported revenue of ₹15.86 Cr (up 19% YoY) for FY 2025.
Compounded Annual Growth Rate (CAGR)
Revenue has grown at a compounded annual rate (CAGR) of 20% over five years, including 19% growth in the latest year. EBITDA rose 43% in the latest year. Three- and five-year figures are compounded annual growth rates (CAGR): the steady yearly rate that links the first and the last year. All are worked out from the filed statements.
Financial Statement Summary
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| EBITDA | ₹4.51 Cr | ||||
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| Net Profit (PAT) | ₹3.29 Cr | ||||
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Financial Ratios
| Metrics | FY 2024-25 | FY 2023-24 | FY 2022-23 | FY 2021-22 | FY 2020-21 |
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| Profitability | |||||
| EBITDA Margin | 28.4% | ||||
| Net Profit Margin | 20.8% | ||||
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To see the full financial statements and ratios of Oaks Asset Management Private Limited, buy the company report.
Board of directors of Oaks Asset Management Private Limited
Oaks Asset Management has 3 current directors and 5 former directors. Current directors are listed first, with their designation and appointment date.
| Name | Designation | Appointment Date | Tenure | Status |
|---|---|---|---|---|
| Vivekanand Suryaprakash Periayapatnam | Director | 01 Jun 2015 | 11 Years 5 Months | Current |
| Sandeep Somani Also directs: Equentia SCF Technologies Private Limited | Director | 01 Jun 2015 | 11 Years 5 Months | Current |
| Kenneth Serrao Also directs: Alpha Capital Financial Consultants LLP, Mformillet Foods Private Limited, Wow Momo Foods Private Limited and 5 more | Director | 16 Jan 2019 | 7 Years 9 Months | Current |
Auditor
Oaks Asset Management Private Limited is audited by ARUN ARORA & CO. for the financial year 2023.
| Auditor firm | Financial year | Firm registration number |
|---|---|---|
| ARUN ARORA & CO. | FY 2023 | A-12018 |
Shareholding
The shareholding of Oaks Asset Management Private Limited is on record for 5 financial years, the latest being FY 2023, split between promoters, domestic institutions, foreign institutions, public shareholders and others.
| Shareholder category | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|
| Promoters | |||||
| Domestic institutional investors (DII) | |||||
| Foreign institutional investors (FII) | |||||
| Public | |||||
| Others |
To see the full shareholding pattern of Oaks Asset Management Private Limited, buy the company report.
Deals & funding
Oaks Asset Management Private Limited has 7 deals on record (3 secondary share transfers, 2 rights issues, 2 funding rounds), with disclosed funding of ₹9.99 Cr; the latest was in May 2018.
Deals on record (5 of 7)
| When | Deal | Amount | Parties |
|---|---|---|---|
| May 2018 | Secondary share transfer | Undisclosed | Buyer: 2 individuals Seller: 2 individuals |
| Sep 2016 | Secondary share transfer | Undisclosed | Buyer: an individual Seller: an individual |
| Aug 2015 | Funding round | ₹5.55 Cr | Investors: 4 individuals |
| Jul 2015 | Rights issue | ₹16.2 Lakh | Investors: 4 individuals |
| Jul 2015 | Funding round | ₹4.44 Cr | Investors: an individual |
To see the full deal history of Oaks Asset Management Private Limited, buy the company report.
Deal records are compiled from filings and public sources; amounts are shown only where the source reported them.
Legal cases
Oaks Asset Management Private Limited has 1 court case on record: 1 filed by Oaks Asset Management. All case is disposed.
Cases by court
| Court | Cases | Against the company | Pending |
|---|---|---|---|
| High courts | 1 | 0 | 0 |
Cases on record (1 of 1)
| Court | Type of case | Party | Status |
|---|---|---|---|
| High Court of Delhi | Court case (O.M.P.(I) (COMM.)) | Filed by the company against Just Buy Live Enterprise Private Limited & Ors. | Disposed |
To see the full case history of Oaks Asset Management Private Limited, buy the company report.
Case records are compiled from court listings and may lag the court's own records. A case filed against a company is not a finding against it.
MSME payment delays
No delayed payments to MSME suppliers are on our record for Oaks Asset Management Private Limited; the supplier-wise MSME Form 1 check is in the company report Buy the company report.
GST
Oaks Asset Management has 2 GST registrations: 2 active.
| GSTIN | State | Status | Registered on |
|---|---|---|---|
| 27AANCA4535A1ZX | Maharashtra | Active | 01 Jul 2017 |
| 24AANCA4535A1Z3 | Gujarat | Active | 16 May 2025 |
To see the full GST registrations and return filing status of Oaks Asset Management Private Limited, buy the company report.
Recent activity
Oaks Asset Management Private Limited has 8 board changes on record since 2015: 3 appointments and 5 cessations. The latest: Vishal Ramesh Ootam ceased to be Director on 30 Jun 2023.
News
Frequently asked questions
Oaks Asset Management is an active private limited company based in Mumbai, Maharashtra, India. The company works in diversified financial services, within the financial services industry. It was incorporated on 07 May 2015 (11+ years old) and is registered under CIN U67200MH2015PTC264110.
Oaks Asset Management has 3 current directors:
- Vivekanand Suryaprakash Periayapatnam - Director
- Sandeep Somani - Director
- Kenneth Serrao - Director
The latest financial statements of Oaks Asset Management on record with the MCA are for the year ended 31 March 2025. Its last annual general meeting was held on 30 September 2025. Year-wise statements from FY 2016 are in the company report.
The GSTIN of Oaks Asset Management is 27AANCA4535A1ZX, registered in Maharashtra. The company has 2 GST registrations in all, of which 2 are active. Other active GSTINs include 24AANCA4535A1Z3 (Gujarat).
The CIN (Corporate Identification Number) of Oaks Asset Management is U67200MH2015PTC264110. It is issued by the Ministry of Corporate Affairs under the Companies Act, 2013, and uniquely identifies the company in India.
Oaks Asset Management has 1 court case on record: 1 filed by the company.
Oaks Asset Management was incorporated on 07 May 2015, making it 11+ years old. It is registered with the Registrar of Companies, Mumbai.
Oaks Asset Management has 7 deals on record (3 secondary share transfers, 2 rights issues, 2 funding rounds), with disclosed funding of ₹9.99 Cr; the latest was in May 2018.
Vishal Ramesh Ootam ceased to be Director on 30 Jun 2023. Kenneth Serrao ceased to be Additional Director on 30 Sep 2019. Kenneth Serrao was appointed as Director on 16 Jan 2019. Oaks Asset Management has 8 board changes on record in total.
Oaks Asset Management can be reached through the website oaksamc.com. Its registered office is in Mumbai, Maharashtra, India.
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